Jones Hill Capital LP

CIK

2102314

Location

NEW YORK, NY

Portfolio Value

Small $466,471,277

Diversification

Diversified

Filing Date

Mar 31, 2026

Global Rank

#2,725 / 8,623 · as of Mar 2026

Top Industry

Biotechnology 90.0%

Period ended 4 months ago

Filed May 14, 2026 · 3mo

Clone Performance

May 2026–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+7.5%

SPY

-1.5%

Annualised alpha

—

Max drawdown

−8.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.

Portfolio Concentration

26 tracked positions · as of Mar 31, 2026

Top Position

15.4%

of portfolio value

Top 5

46.3%

of portfolio value

Top 10

73.1%

of portfolio value

HHI

701

Diversified

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	100.0%	$466,471,277	26

Portfolio Positions

Compact Export CSV View 13F filing

26 tracked positions · $466,471,277 total · filing declares 26 positions · $466,471,290 · as of Mar 31, 2026

All sectors Healthcare

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BMRN	Biomarin Pharmaceutical Inc Healthcare	First	1,268,390	—	$71,651,351	—	15.36%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	First	108,603	—	$48,495,583	—	10.40%
PCVX	Vaxcyte, Inc. Healthcare	First	644,831	—	$37,471,129	—	8.03%
NUVL	Nuvalent, Inc. Healthcare	First	300,830	—	$30,820,033	—	6.61%
CAPR	Capricor Therapeutics, Inc. Healthcare	First	909,207	—	$27,639,892	—	5.93%
TERN	Terns Pharmaceuticals, Inc. Healthcare	First	521,237	—	$27,479,614	—	5.89%
BCAX	Bicara Therapeutics Inc. Healthcare	First	1,260,136	—	$25,064,105	—	5.37%
ANIP	Ani Pharmaceuticals Inc Healthcare	First	318,591	—	$24,499,647	—	5.25%
RARE	Ultragenyx Pharmaceutical Inc. Healthcare	First	1,165,557	—	$24,418,419	—	5.23%
ELVN	Enliven Therapeutics, Inc. Healthcare	First	593,040	—	$23,247,168	—	4.98%
AMLX	Amylyx Pharmaceuticals, Inc. Healthcare	First	1,598,794	—	$22,223,236	—	4.76%
ARGX	Argenx SE Healthcare	First	25,995	—	$18,982,848	—	4.07%
FULC	Fulcrum Therapeutics, Inc. Healthcare	First	1,771,926	—	$13,590,672	—	2.91%
VIR	Vir Biotechnology, Inc. Healthcare	First	1,198,213	—	$10,735,988	—	2.30%
NUVB	Nuvation Bio Inc. Healthcare	First	2,383,031	—	$10,223,202	—	2.19%
ORKA	Oruka Therapeutics, Inc. Healthcare	First	140,843	—	$6,908,349	—	1.48%
CTNM	Contineum Therapeutics, Inc. Healthcare	First	513,053	—	$6,700,472	—	1.44%
MANE	Veradermics, Inc Healthcare	First	100,843	—	$6,368,235	—	1.37%
TNXP	Tonix Pharmaceuticals Holding Corp. Healthcare	First	452,116	—	$6,216,595	—	1.33%
GPCR	Structure Therapeutics Inc. Healthcare	First	100,593	—	$4,848,582	—	1.04%
TRDA	Entrada Therapeutics, Inc. Healthcare	First	374,010	—	$4,720,006	—	1.01%
PHVS	Pharvaris N.V. Healthcare	First	167,014	—	$4,718,145	—	1.01%
TRVI	Trevi Therapeutics, Inc. Healthcare	First	370,175	—	$4,416,187	—	0.95%
RLMD	Relmada Therapeutics, Inc. Healthcare	First	342,752	—	$2,385,553	—	0.51%
SLN	Silence Therapeutics plc Healthcare	First	301,604	—	$1,589,453	—	0.34%
AVBP	ArriVent BioPharma, Inc. Healthcare	First	45,809	—	$1,056,813	—	0.23%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.